Neuberger Berman's Ray Carroll on tax managed equities investing for family offices
Neuberger Berman's Ray Carroll on tax managed equities investing for family offices

Video | Ray Carroll, Chief Investment Officer – Breton Hill, Managing Director, Neuberger Berman

In this exclusive interview, Ray explains what tax managed investing is, why it is of interest to family offices and how it applies to active and passive equities strategies. He discusses what’s supporting the growth in tax managed active extension strategies in equities and shares the main investment trends he is observing among global family offices.

Watch the full interview which covers:

00:15 - What are the biggest investment trends that you are seeing among family offices globally?

00:40 - What is tax managed investing and why is it of interest to family offices?

01:24 - Does tax managed investing apply to active equity strategies, or just passive index investments?

01:48 - What’s behind the growth in tax managed active extension strategies in equities investing, such as 130/30?

02:16 - What do Australian family offices need to know about tax managed equities investing?

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Nicole Browneinvesting, investment, superannuation, pensions, institutional, asset owner, investment managers, fund managers, portfolio management, video
PIMCO’s Alicia Li on US commercial RE and key trends shaping opportunities
PIMCO’s Alicia Li on US commercial RE and key trends shaping opportunities

Video | Alicia Li, Product Strategist, Real Estate, PIMCO

In this exclusive interview, Alicia shares her perspectives on the key trends shaping the US commercial real estate market, why real estate debt presents a compelling opportunity for investors today and how it can complement other areas of private credit. Alicia also discusses the lessons learned over her extensive career navigating US commercial RE markets and how those learnings have shaped her approach today.

Watch the full interview which covers:

00:20 - What are the key trends currently shaping the commercial real estate market, and how do you see them evolving over the next few years?

01:05 - Why is real estate debt a compelling opportunity for investors today?

01:52 - How competitive is the US commercial real estate market and how is PIMCO positioning itself to capture opportunities?

02:53 - How does commercial real estate debt complement other areas of private credit and what should be considered when allocating?

03:52 - What lessons learned have shaped your approach to investing in US commercial real estate?

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Nicole Browneinvesting, investment, superannuation, pensions, institutional, asset owner, investment managers, fund managers, portfolio management, video
Matthew Davis promoted to Senior PM - Investment Strategy at Australian Retirement Trust
Matthew Davis promoted to Senior PM - Investment Strategy at Australian Retirement Trust

October 2025

Global Investment Institute congratulates Matthew Davis on his promotion to the role of Senior Portfolio Manager, Investment Strategy at Australian Retirement Trust (ART).

ART is one of Australia’s largest super funds, formed through the merger of Sunsuper and QSuper, with more than A$330 billion in assets under management and over 2.4 million members.

Prior to his promotion, Matthew served as Portfolio Manager, Investment Strategy at ART for more than three years.

We wish Matthew all the best in his new role and continued success to the team at ART.

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Nicole Browneinvesting, investment, superannuation, pensions, institutional, asset owner, investment managers, fund managers, portfolio management, blog
Exclusive interview with Graeme Miller, Partner, Chief Investment Officer, Mercer Super
Exclusive interview with Graeme Miller, Partner, Chief Investment Officer, Mercer Super

“We have been surprised by how resilient economic growth and consumer sentiment have been in light of the US trade tariffs, and we are now of the view that this resilience, along with fiscal support and a benign interest rate environment may well continue to support current equity pricing.”  

- Graeme Miller is a Partner in Mercer’s investments business, based in Melbourne. In his role as Chief Investment Officer, Mercer Super, he is responsible for the management of Mercer Super’s investment portfolio.

In this exclusive interview with Global Investment Institute, Graeme discusses the current investment landscape, including interest rates, geopolitical volatility and AI enabled technological change. He explains how scale creates both advantages and challenges for superannuation funds, and emphasises why diversification is the cornerstone of risk management, as well as why strong investment governance is fundamental to achieving consistent performance over the long-term. Graeme also shares his views on private markets investing, and discusses the associated challenges around illiquidity and valuation.

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Nicole Browneinvesting, investment, superannuation, pensions, institutional, asset owner, investment managers, fund managers, portfolio management, blog
Relative value in credit vs equities and the rise of multi-asset credit
Relative value in credit vs equities and the rise of multi-asset credit

Video | David Rosenberg, Head of Liquid Performing Credit and Co-Portfolio Manager, Oaktree Capital Management

In this exclusive interview, David shares his perspectives on the relative value of credit versus equities in a higher-yield environment, he discusses pockets of credit markets offering best-in-class opportunities and the drivers behind the rise of multi-asset credit.

Watch the full interview which covers:

00:17 - How would you compare the value proposition of credit versus equities, in the current environment?

01:29 - What factors are most important for successfully investing in sub-investment grade credit?

02:04 - To what do you attribute the rise in popularity of multi-asset credit?

03:00 - Where are you finding best pockets of value across credit markets?

03:58 - Where are you seeing risks forming across credit markets?

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Nicole Browneinvesting, investment, superannuation, pensions, institutional, asset owner, investment managers, fund managers, portfolio management, video
Matt Macdonald appointed as Portfolio Manager, Private Equity at CareSuper
Matt Macdonald appointed as Portfolio Manager, Private Equity at CareSuper

October 2025

Global Investment Institute congratulates Matt Macdonald on his appointment to Portfolio Manager, Private Equity at CareSuper.

CareSuper is an award-winning, profit-to-member industry super fund. On 1 November 2024, CareSuper merged with Spirit Super to form a fund with over 615,000 members and A$53 billion in assets under management.

Most recently, Matt served as Senior Investment Analyst, Private Equity at AustralianSuper for over four years.

We wish Matt all the best in his new role and continued success to the team at CareSuper.

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Nicole Browneinvesting, investment, superannuation, pensions, institutional, asset owner, investment managers, fund managers, portfolio management, blog
The case for SMID caps: Opportunities in small & mid-cap equities
The case for SMID caps: Opportunities in small & mid-cap equities

Video | Andrew Gowen, Portfolio Manager & Director of Research, Bell Asset Management

In this exclusive interview, Andrew explores the case for including small and mid-cap (SMID) equities in diversified portfolios and the structural growth advantages that SMID caps offer.

Watch the full interview which covers:

00:23 - Why do you advocate for SMID caps inclusion in equity portfolios?

00:57 - What are the growth figures that underpin SMID cap equities that support your thesis for their inclusion in equity portfolios?

01:56 - Why have SMID caps recently endured a period of underperformance?

02:29 - What’s to come in SMID cap equities?

03:17 - What are the key risks for equities investors to consider that may or may not impact the SMID cap segment?

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Nicole Browneinvesting, investment, superannuation, pensions, institutional, asset owner, investment managers, fund managers, portfolio management, video
Anna Scott appointed as the Chief Executive Officer of Mercer New Zealand
Anna Scott appointed as the Chief Executive Officer of Mercer New Zealand

October 2025

Global Investment Institute congratulates Anna Scott on her appointment to the role of Chief Executive Officer at Mercer New Zealand.

Mercer New Zealand has over NZ$11 billion in assets under management and 25,000 employees in over 130 counties.

Most recently, Anna served as Director at Financial Services Council of New Zealand.

We wish Anna all the best in her new role and continued success to the team at Mercer New Zealand.

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Nicole Browneinvesting, investment, superannuation, pensions, institutional, asset owner, investment managers, fund managers, portfolio management, blog
SuperCareers - Job opportunities for executives and senior investment professionals across our industry
SuperCareers - Job opportunities for executives and senior investment professionals across our industry

September 2025

Current featured job vacancies and opportunities include roles at Anacacia Capital, AustralianSuper, Aware Super, CareSuper, Cbus, Franklin Templeton, Future Fund, Goldman Sachs, HESTA, Hostplus, J.P. Morgan Asset Management, JPMorganChase, Mercer, NZ Super Fund, Octopus Investments Australia, Perpetual Wealth Management, Rest, TCorp, UniSuper and VanEck Australia.

If you would like us to promote a job vacancy at your organisation for executive and senior investment roles, please email Nicole Browne, Global Investment Institute.

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Nicole Browneinvesting, investment, superannuation, pensions, institutional, asset owner, investment managers, fund managers, portfolio management, blog
Why do our traditional economic systems ignore the things we care about most – and is there a better way?
Why do our traditional economic systems ignore the things we care about most – and is there a better way?

Danny Almagor, Co-Founder, Small Giants Family Office and Small Giants Academy

When we think about investing, it is often transactional, dry and not much fun. The traditional image is of a rational investor sitting in front of a screen, using some obscure calculations to determine where the most money can be made with the least amount of risk. We call this Modern Portfolio Theory (MPT), with all its finance jargon like efficient frontiers, variance and correlation, and statistical analyses such as the Sharpe ratio and the Treynor ratio, measuring risk-adjusted returns.

Bored yet? Maybe it’s just me, but I’m not just bored, I’m also annoyed. The limitations of this theory are so significant I find it hard to believe so many smart people continue to think it is a good idea.

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Nicole Browneinvesting, investment, superannuation, pensions, institutional, asset owner, investment managers, fund managers, portfolio management, blog
Maaike van Tol promoted to Head of Risk at NZ Super Fund
Maaike van Tol promoted to Head of Risk at NZ Super Fund

September 2025

Global Investment Institute congratulates Maaike van Tol on her promotion to Head of Risk at New Zealand Superannuation Fund (NZ Super Fund).

The NZ Super Fund invests Government capital contributions, and the returns, to contribute to the cost of paying superannuation later. The Fund has more than NZ$70 billion in assets.

Prior to her promotion, Maaike served as Director, Portfolio Design at NZ Super Fund.

We wish Maaike all the best in her new role and continued success to the team at NZ Super Fund.

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Nicole Browneinvesting, investment, superannuation, pensions, institutional, asset owner, investment managers, fund managers, portfolio management, blog
Kathy Vincent appointed CEO of Australian Retirement Trust
Kathy Vincent appointed CEO of Australian Retirement Trust

September 2025

Global Investment Institute congratulates Kathy Vincent on her promotion to the role of Chief Executive Officer at Australian Retirement Trust (ART).

ART is one of Australia’s largest super funds, formed through the merger of Sunsuper and QSuper. They have more than A$330 billion in assets under management and over 2.4 million members.

Prior to her promotion, Kathy served as Chief Operating Officer of ART.

We wish Kathy all the best in her new role and continued success to the ART team.

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Nicole Browneinvesting, investment, superannuation, pensions, institutional, asset owner, investment managers, fund managers, portfolio management, blog